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Franklin Resources, Inc.

Data quality: 100%
BEN
NYSE Financial Services Asset Management
$23.90
▲ $0.44 (1.88%)
Mkt Cap: 12.45B
Day Range
$23.66 $24.38
52-Week Range
$16.25 $28.32
Volume
4,354,218
50D / 200D Avg
$26.13 / $24.32
Prev Close
$23.46

Price History

Financial Trends

Peer Comparison

vs Financial Services sector median (854 peers)

Metric Stock Sector Median
P/E 23.7 10.3
P/B 1.0 1.1
ROE % 4.3 11.7
Net Margin % 6.0 16.8
Rev Growth 5Y % 1.0 11.7
D/E 1.1 0.5

Key Takeaways

Revenue grew 1.01% annually over 5 years — modest growth
ROE of 4.27% is below average
Generating 911.60M in free cash flow
Cash machine — converts 173.67% of earnings into free cash flow
Capital efficient — spends only 1.76% of revenue on capex
ROIC of 1.79% — low return on invested capital

Growth

Revenue Growth (5Y)
1.01%
Revenue (1Y)3.45%
Earnings (1Y)12.93%
FCF Growth (3Y)-1.54%

Quality

Return on Equity
4.27%
ROIC1.79%
Net Margin5.98%
Op. Margin6.89%

Safety

Debt / Equity
1.10
Current Ratio2.71
Interest Coverage6.37

Valuation

P/E Ratio
23.71
P/B Ratio1.03
EV/EBITDA36.70
Dividend Yield0.06%

All Fundamental Metrics

Growth
Revenue Growth (1Y) 3.45% Revenue Growth (3Y) 5.71%
Earnings Growth (1Y) 12.93% Earnings Growth (3Y) -22.89%
Revenue Growth (5Y) 1.01% Earnings Growth (5Y) -26.83%
Profitability
Revenue (TTM) 8.77B Net Income (TTM) 524.90M
ROE 4.27% ROA 1.62%
Gross Margin 80.34% Operating Margin 6.89%
Net Margin 5.98% Free Cash Flow (TTM) 911.60M
ROIC 1.79% FCF Growth (3Y) -1.54%
Safety
Debt / Equity 1.10 Current Ratio 2.71
Interest Coverage 6.37 Dividend Yield 0.06%
Valuation
P/E Ratio 23.71 P/B Ratio 1.03
P/S Ratio 1.42 PEG Ratio 3.21
EV/EBITDA 36.70 Dividend Yield 0.06%
Market Cap 12.45B Enterprise Value 22.17B

Income Statement

Annual, most recent first

Income statement data, annual, most recent first
Metric FY2025 FY2024 FY2023 FY2022 FY2021
Revenue 8.77B 8.48B 7.85B 8.28B 8.43B
Net Income 524.90M 464.80M 882.80M 1.29B 1.83B
EPS (Diluted) 0.91 0.85 1.72 2.53 3.57
Gross Profit 7.05B 6.79B 6.35B 6.85B 7.00B
Operating Income 604.10M 407.60M 1.10B 1.77B 1.88B

Balance Sheet

Annual, most recent first

Balance sheet data, annual, most recent first
Metric FY2025 FY2024 FY2023 FY2022 FY2021
Total Assets 32.37B 32.46B 30.12B 28.06B 24.17B
Total Liabilities 18.18B 17.90B 16.55B 14.24B 11.42B
Shareholders' Equity 12.08B 12.51B 11.92B 11.47B 11.22B
Total Debt 13.30B 13.09B 11.75B 9.36B 7.59B
Cash & Equivalents 3.57B 4.41B 4.40B 4.78B 4.65B
Current Assets 5.12B 5.89B 5.75B 6.05B 6.08B
Current Liabilities 1.89B 1.82B 1.39B 1.64B 1.73B